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Document status

DRAFT

Area coveredXSLT/Notification Letters
Lead Author

Natasha Allen (Unlicensed)

Co-authors

Background

Problem: there is no centralized repository for all CSUs to learn how to edit the XSL in their letters

Policy Statement

This statement applies to all notification letters listed in the general configuration area in Alma

Best practice recommendations

While we understand that everyone has differing ideas of what their letters should look like, we recommend that everyone use this repository for help in editing their letters as it will provide a more cohesive look and feel for all CSU Libraries. This will make it easier for the group to troubleshoot any potential issues and provide resources for those who are not comfortable editing the letters on their own. 


Procedures in Alma

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_%28English%29/Administration/050Configuring_General_Alma_Functions/070Configuring_Alma_Letters

We will also be creating a table that provides a better description of what each letter does and why it's been sent. 

Action log

SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 



Create a Policy Statement

 



Identify and create best practice recommendations


 



Where applicable, identify and write up procedures in Alma


 




Tasks to be completed

  • Description of each letter and when it would be sent
  • Example XML of each letter sent to patrons


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